PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$30.3M
3
+$16.3M
4
NXTE icon
AXS Green Alpha ETF
NXTE
+$11.4M
5
UNH icon
UnitedHealth
UNH
+$7.78M

Top Sells

1
+$28.9M
2
+$24.3M
3
+$22.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$19.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.8M

Sector Composition

1 Technology 12.56%
2 Healthcare 6.08%
3 Industrials 5.31%
4 Consumer Discretionary 5.29%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.81M 0.28%
120,330
-12,270
77
$6.76M 0.28%
165,344
+154,443
78
$6.76M 0.28%
52,962
+4,944
79
$6.7M 0.28%
273,197
+4,386
80
$6.56M 0.27%
239,651
-1,424
81
$6.55M 0.27%
504,900
-5,672
82
$6.53M 0.27%
53,202
+49,685
83
$6.49M 0.27%
128,047
+94,703
84
$6.13M 0.25%
21,447
+15,277
85
$6.09M 0.25%
28,914
-854
86
$5.89M 0.24%
+120,063
87
$5.84M 0.24%
+112,823
88
$5.74M 0.24%
30,054
-32,312
89
$5.54M 0.23%
74,613
+2,366
90
$5.5M 0.23%
11,905
-4,916
91
$5.41M 0.22%
12,143
+11,230
92
$5.38M 0.22%
+24,561
93
$5.36M 0.22%
83,911
-81,405
94
$5.32M 0.22%
130,441
-242,023
95
$5.29M 0.22%
52,270
-7,039
96
$5.26M 0.22%
25,731
+1,570
97
$5.16M 0.21%
14,177
+3,574
98
$5.08M 0.21%
24,491
+5,503
99
$4.66M 0.19%
187,109
+39,000
100
$4.65M 0.19%
8,076
+2,702
2 3
4
5 6